As we near the end of the first quarter of 2024, our Director of Equity and Director of Fixed Income reflect on another month of trading, including market conditions and how this impacts Stonebridge’s investment strategies.
Category: Featured
January 2024 – Monthly Market Commentary
Stepping into the second month of 2024, our Director of Equity and Director of Fixed Income reflect on the new year’s first month of trading, including market conditions and how this impacts Stonebridge’s investment strategies.
Read Commentary Here
Stonebridge Economic Outlook – December 28, 2023
What’s in Store for 2024?
To conclude this year’s final quarter, Daniel Laufenberg, Ph.D. addresses what the coming year has in store for the U.S. economy. In this article, he provides greater insight on why a recession is still needed for the Fed to achieve its inflation target, but how the narrative has changed.
The key headlines are:
- Why the Fed is in no hurry to cut rates
- A reflection of GDP, employment, CPI, and inflation data
- Explaining the economy’s recent gain in momentum
Read Article Here
Stonebridge Annual Client Letter
With the end of the year right around the corner, Stonebridge Capital Advisors is excited to share our annual letter. We hope you enjoy hearing about our year at Stonebridge and our outlook for 2024. As always, please do not hesitate to call or email us with any questions.
Here’s to another wonderful year, filled with good tidings and great cheer!
Pershing 2024 eDelivery Update
While 2023 may be winding down, communications regarding various updates to platforms, requirements, and deadlines tend to happen around this time. To best serve you, Stonebridge wishes to communicate these changes.
Below you will find our Stonebridge letter addressing the BNY Mellon | Pershing recent custodial updates to its Pending Enrollment process and new fee changes, effective in January 2024. For any of our clients with assets custodied at Pershing, you will receive emails throughout December informing you of these recent custodial changes.